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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

678 hedge funds and large institutions have $14.1B invested in iShares Core S&P US Growth ETF in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 226 increasing their positions, 203 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+40
Holders Change %
+6.27%
% of All Funds
9.86%
Holding in Top 10
47
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.82%
% of All Funds
0.68%
New
88
Increased
226
Reduced
203
Closed
40
Calls
$523K
Puts
$408K
Net Calls
+$115K
Net Calls Change
-$202K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$213M
2
Morgan Stanley
Morgan Stanley
New York
+$171M
3
LPL Financial
LPL Financial
California
+$91.8M
4
CFG
Citizens Financial Group
Rhode Island
+$81.9M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$26.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$113M
2
CP
Coho Partners
Pennsylvania
-$21.8M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$12.3M
4
HighTower Advisors
HighTower Advisors
Illinois
-$9.94M
5
BlackRock
BlackRock
New York
-$9.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
326
Investors Research Corp
Georgia
$762K +$46.8K +367 +7%
OCPWS
327
One Charles Private Wealth Services
Massachusetts
$761K – – –
BIA
328
Biondo Investment Advisors
Pennsylvania
$752K -$4.46K -35 -0.6%
WFAG
329
Wescott Financial Advisory Group
Pennsylvania
$751K +$892 +7 +0.1%
IWS
330
Insight Wealth Strategies
California
$751K +$510 +4 +0.1%
BEI
331
Benjamin Edwards Inc
Missouri
$749K +$75.7K +594 +11%
SAM
332
Smartleaf Asset Management
Massachusetts
$748K +$742K +5,773 +12,550%
LIM
333
Leavell Investment Management
Alabama
$739K +$189K +1,486 +34%
TH
334
TCTC Holdings
Texas
$727K – – –
SS
335
Sunbelt Securities
Texas
$716K +$33.1K +260 +5%
KFS
336
Kaizen Financial Strategies
California
$714K +$121K +988 +20%
CWA
337
Consilio Wealth Advisors
Washington
$708K +$765 +6 +0.1%
ACG
338
Allen Capital Group
Nebraska
$704K -$56.5K -443 -7%
CWC
339
Carolinas Wealth Consulting
North Carolina
$703K +$12.7K +100 +2%
FA
340
FC Advisory
Pennsylvania
$701K -$19.4K -152 -3%
BFC
341
Bedel Financial Consulting
Indiana
$693K +$5.48K +43 +0.8%
MCM
342
MidAtlantic Capital Management
Virginia
$688K – – –
AT
343
Arden Trust
Delaware
$686K – – –
CT
344
Colonial Trust
South Carolina
$682K – – –
GAG
345
GM Advisory Group
New York
$680K – – –
DAS
346
Diversify Advisory Services
Utah
$677K +$187K +1,412 +38%
PFGIA
347
Patriot Financial Group Insurance Agency
Massachusetts
$672K -$10.3K -81 -2%
ORI
348
Oak Ridge Investments
Illinois
$669K +$234K +1,835 +54%
VCP
349
Verus Capital Partners
Arizona
$669K +$31.2K +245 +5%
RCAG
350
Rehmann Capital Advisory Group
Michigan
$662K +$11.2K +88 +2%
12 13
14
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